We must be clear about the fact that Carplay is more like a non-smart car solution. The companies that need Carplay are all companies that produce non-smart cars on a large scale. In terms of real smart cars, Carplay is actually very behind.
Not long ago, overseas media reported on the new version of Carplay. One of its very big innovative features is that it allows drivers to purchase fuel through the screen. Users only need to click on an APP in the system to navigate to the gas station, and then through Screen to buy fuel.
This configuration has actually been implemented in Chinese cars five years ago. Most domestic cars are equipped with smart car systems and APP wireless consumption as basic operations.
From the perspective of technology development speed, we have strong open source advantages. Based on the Android architecture, we can do a lot of expansion in the playability of the car system. Today in 2022, Carplay uses this configuration as a selling point, which seems to be unable to keep up. It's time.
In fact, Apple are also working hard to propose smart car solutions. For example, not long ago, Carplay opened the functions of parking, charging, and ordering food, and it can also use the APP to record driving mileage.
But at present, these configurations are very basic intelligent configurations.
European companies do not understand smart cars thoroughly enough, the market does not need them, the industry does not cooperate, and smart life is not deep enough, so European brands are actually not good at making smart cars and electric cars .
So we must admit that in the smart car sector, Chinese companies must be the leading players in the industry.
Looking at the changes in the industrial structure based on the current new forces, companies such as Ideal, NIO , Xpeng do not need Carplay at all, because from the perspective of functionality, playability, architectural advantages and open source, The smart vehicle and machine systems equipped by new power companies have very powerful, mainstream, and diversified configurations.
For example, 5G network has basically become the standard configuration. Based on this network advantage, L2+ level autonomous driving is the core competitiveness that comes with it. At the same time, intelligent voice systems and highly open-source smart car systems can not only interact with Mobile phone interconnection can also cooperate with furniture, home appliances, and car seat configurations.
is a unique system. Its benchmark advantage is the advantage of 5G. Under the excellent network, it has built a platform for automatic driving assistance and intelligent car-machine systems.
We can understand that this is a complete system, a diversified system of intelligent advantages.
Chinese brands are able to do very well in this aspect. On the one hand, we have a strong concept of technological life, and market consumers need this kind of life. On the other hand, we also have a strong database and suppliers. This is an advantage that European and American companies do not have. What
can see is that among the new Carplay partners, European companies such as BMW and Jaguar Land Rover have become the largest partners.
I don’t think the bigger the brand, the more worth looking forward to Carplay.
On the contrary, it shows that these companies do not have mainstream smart car manufacturing experience and their understanding of smart cars is not deep enough, so they still need Carplay to serve.
You don’t need to look at whether the 7 Series, A8L and other models are equipped with Carplay. It is very superficial to evaluate the strength and future direction of Carplay based on the price of the model.
The world's two top new energy vehicle brands Tesla and BYD have almost completely abandoned Carplay, while the mainstream smart cars in the domestic market include Ideal, Xpeng, Weilai, WEY, Ji Krypton and other smart cars. Carplay is no longer needed.
Because judging from our rich smart car performance capabilities, Carplay’s competitiveness today is not that attractive.
After all, Carplay itself is not designed to serve smart cars. It is more like solving the pain points of intelligent solutions for non-smart cars. Therefore, its market positioning determines that it cannot enter the consumer view of smart cars.
